Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The investment objective of the scheme is long term growth of capital at controlled level of risk byinvesting primarily in 'Mid-Cap' Stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan 6.84 17.43 32.55 5.36 13.54 15.23
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 7.37 19.21 43.58 7.59 14.34 16.27
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Jan 01, 2013 Unrated 32.55 5.36 13.54 1.22 2,470.31
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 39.79 10.48 17.54 1.08 23,988.37
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 32.61 12.52 19.51 0.86 9,815.12
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 43.23 14.82 20.77 0.55 9,162.03
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 38.24 20.12 21.27 0.52 8,608.32
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 37.07 13.19 18.26 1.26 8,153.70

Fund Holdings as on 31-January-2021

  • Coromandel International Limited

  • MphasiS Limited

  • Cholamandalam Investment and Finance Company Limited

  • Tata Power Company Limited

  • Cholamandalam Financial Holdings Limited

  • Crompton Greaves Consumer Electricals Limited

  • Voltas Limited

  • Max Financial Services Limited

  • Sanofi India Limited

  • Clearing Corporation of India Limited

  • Phoenix Mills Limited

  • Torrent Power Limited

  • Apollo Hospitals Enterprise Limited

  • Emami Limited

  • Cadila Healthcare Limited

  • Dr. Reddys Laboratories Limited

  • MindTree Limited

  • The Federal Bank Limited

  • Pfizer Limited

  • The Ramco Cements Limited

  • Havells India Limited

  • Whirlpool of India Limited

  • KEC International Limited

  • Gujarat State Petronet Limited

  • IPCA Laboratories Limited

  • AU Small Finance Bank Limited

  • ICICI Bank Limited

  • DCB Bank Limited

  • Bharat Electronics Limited

  • RBL Bank Limited

  • K.P.R. Mill Limited

  • Gujarat Fluorochemicals Limited

  • Tata Consumer Products Limited

  • Sun TV Network Limited

  • Mahindra & Mahindra Financial Services Limited

  • Aditya Birla Fashion and Retail Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Thermax Limited

  • TeamLease Services Limited

  • NMDC Limited

  • Quess Corp Limited

  • Bharti Airtel Limited

  • Kansai Nerolac Paints Limited

  • Bayer Cropscience Limited

  • Birlasoft Limited

  • Aarti Industries Limited

  • BURGER KING INDIA LIMITED

  • Akzo Nobel India Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • Century Textiles & Industries Limited

  • LIC Housing Finance Limited

  • Zydus Wellness Limited

  • GFL Limited

  • Exide Industries Limited

  • Atul Limited

  • Fortis Healthcare Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • ICICI Lombard General Insurance Company Limited

  • POLYCAB INDIA Limited

  • PNC Infratech Limited

  • Container Corporation of India Limited

  • United Spirits Limited

  • Just Dial Limited

  • Margin (Future and Options)

  • Aditya Birla Capital Limited

  • Aditya Birla Fashion and Retail Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Power Generation/Distribution

  • Consumer Durables - Domestic Appliances

  • Fertilizers

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Chemicals

  • Finance - Investment

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Miscellaneous

  • Finance - Others

  • Construction - Real Estate

  • Engineering - Construction

  • Household & Personal Products

  • Consumer Food

  • Paints

  • Cement & Construction Materials

  • Electric Equipment

  • Gas Transmission/Marketing

  • Textile

  • TV Broadcasting & Software Production

  • Retailing

  • Mining & Minerals

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Hotel, Resort & Restaurants

  • Travel Services

  • Diversified

  • Finance - Housing

  • Batteries

  • Finance - Asset Management

  • Insurance

  • Cable

  • Logistics

  • Breweries & Distilleries

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About Aditya Birla Sun Life Midcap Fund

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Scheme Analysis

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹2,470.31 crore. Aditya Birla Sun Life Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Midcap Fund ended down ₹-5.71(-1.47%)yesterday to ₹382.23.

Among its top 3 holdings the fund has exposure to Coromandel International Limited, and

The Aditya Birla Sun Life Midcap Fund is managed by Anil Shah .

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111